The Questions that Clients are Asking Us – Part 2
October 9, 2026
The Questions that Clients are Asking Us – Part 2 Are you curious about what’s being talked about inside our advisor/client meetings nowadays? Well, we’re
Category: Socially Responsible Investing
Takeaways from LPL FOCUS Conference 2026 – San Diego
September 25, 2026
Takeaways from LPL FOCUS Conference 2026 – San Diego HighPoint Advisors, LLC always strives to do more and do better for our clients. That’s why
The Questions that Clients are Asking Us
September 16, 2026
The Questions that Clients are Asking Us Are you curious about what’s being talked about inside our advisor/client meetings nowadays? Well, we’re going to give
2026 Midyear Outlook: Policy, Buildouts, & Bottlenecks
July 8, 2026
By LPL Financial Research Markets in 2026 continue to be shaped less by traditional fundamentals and more by policy, geopolitics, and structural change. From Federal
How to Avoid Common Financial Mistakes we see from Clients
July 7, 2026
How to Avoid Common Financial Mistakes we see from Clients Perfection is not a requirement of financial success. Mistakes happen. The good news is that
The Impact of Inflation on Long-Term Investing & Planning
April 30, 2026
The Impact of Inflation on Long-Term Investing & Planning Throughout history, inflation has been a constant economic force operating in the background. We may not
2025 Midyear Outlook: Pragmatic Optimism, Measured Expectations
July 10, 2025
By LPL Financial Research We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is
What to Expect from Your First Meeting with a Financial Advisor
April 15, 2025
You’ve finally decided to work with a financial advisor – good for you – so now let’s explore what you should expect in the first
Outlook 2025: Pragmatic Optimism
December 10, 2024
By LPL Financial Research Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and
Common Questions Answered: Asset Allocation
September 27, 2024
Asset allocation is a vital component of any successful investment strategy. Simply stated, asset allocation is the strategy of dividing your investments among different asset